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Happy Holidays From Policy and Taxation Group

Happy Holidays From Policy and Taxation Group

Dec 14, 2022 | Blog, In The News, Policy And Taxation Group, Video Post

Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate, gift, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to...
WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

Nov 7, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States. For more than two centuries, BNY Mellon Wealth Management has...
WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

Oct 27, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

Recruiting the best leadership and keeping them is no longer “a winging it” proposition for family businesses and family business offices, according to Linda C. Mack, founder and president of strategic recruitment firm, Mack International. In a new webinar video with...

WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce

Aug 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change The Workplace Forever Too many of our workers walk a financial tightrope, with...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

Aug 18, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Video Post, Webcast Replays

The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing

Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing

Aug 9, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Video Post

Mark Peters, CEO Butterball Farms, Speaks with Pat Soldano About Keeping a Multi-Generational Family Business Growing, Fighting Taxes, and Harnessing the Power of Collaboration to Stabilize a Workforce Family Enterprise USA’s Pat Soldano sits down with Butterball...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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